Episodes

Interact with the show: https://snip.ly/mas_interact25 In this episode of the M&A Source podcast, Dave Dejewski continues a series on essential tax code provisions for mergers and acquisitions, discussing five additional prov...

Interact with the show: https://snip.ly/mas_interact24 The episode discusses 10 key tax code provisions relevant to mergers and acquisitions (M&A) transactions. It is divided into multiple parts, with Part 1 covering the foll...

The M&A Source fall conference is a premier event for M&A professionals, focusing on larger deals in the lower mid-market. Hosted by Dave Dejewski, this podcast episode features an in-depth interview with Kathlene Thiel, the conference committee chair, who provides …

Links: Visit the Show: https://podcast.masource.org Become a member or register for a class or event: https://masource.org Summary of this Episode Introduction to US GAAP and its importance for companies expanding into the US...

Interact with the show: https://snip.ly/mas_interact21 Share your origin story In this episode of the M&A Source podcast, Dave Dejewski dives deep into essential business performance metrics that significantly impact business...

Visit us at https://podcast.masource.org In this episode, Shelia Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, chall...

In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, sh...

In this short community update, hear from Kathlene Thiel, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.

Visit the show notes at https://podcast.masource.org Visit M&A Source at https://masource.org In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Coh...

Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful …

In this episode of the M&A Source Podcast, host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s …

Meet the Chairman of M&A Source 2022, Jeff Swiggett

John Dalton talks about the differences between running a business to own it vs running a business to sell.

Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source\'s Fall Conference: The Subtle Art of Educating a Seller

Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source\'s virtual Fall Conference: Sell-side Modeling

Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he teaches.

Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source

Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source\'s 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market

Visit M&A Source at https://MASource.orgIn this episode, John Howe, Director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio,

Mont Walker talks with Lamar Stanley about corporate tax returns and hidden key points for M&A Advisory firms.